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Smart Dividends Aug 24
- New Portfolio
Performance
Portfolio Details
James Smith
Smart Dividends Aug 24
Individual Investor
Ranked #394,798 out of 764,634 TipRanks' Investors
Success Rate
46%
152 out of 334
profitable transactions
Average Return
0.81%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 1.79%
6-Month Return
-
12-Month Return
-
YTD Return
▲ 4.07%
Total Return
▲ 4.07%
Best Trade
Asset
CASH Financ... (CFN)
Opened at
Aug 29, 2024
Closed at
-
Gain
▲ 142.86%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.64%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.03%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 1.65%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
―
▲ 11.46%
▲ 5.06%
―
▼ 2.25%
▲ 3.53%
―
▲ 25.72%
▲ 1.21%
―
▼ 4.21%
▲ 2.34%
▲ 1.06%
▲ 7.82%
▲ 2.10%
▲ 0.64%
▲ 6.02%
▼ 0.89%
▲ 4.03%
▼ 2.57%
▲ 0.42%
▼ 1.65%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FNDC
Schwab Fundamental International Small Co. Index ETF
0%
0.00%
1
Open
Nov 01, 2024
MTZ
MasTec
0%
0.00%
1
Open
Nov 01, 2024
HLT
Hilton Worldwide Holdings
0%
0.00%
1
Open
Nov 01, 2024
JQUA
JPMorgan U.S. Quality Factor ETF
0%
▼ 1.20%
1
Open
Oct 29, 2024
SCHI
Schwab 5-10 Year Corporate Bond ETF
0%
▼ 0.84%
1
Open
Oct 29, 2024
QUAL
iShares MSCI USA Quality Factor ETF
0%
▼ 1.92%
1
Open
Oct 29, 2024
IFRA
iShares U.S. Infrastructure ETF
0%
▼ 0.81%
1
Open
Oct 29, 2024
VONV
Vanguard Russell 1000 Value ETF
0%
▼ 0.85%
1
Open
Oct 29, 2024
XMHQ
Invesco S&P MidCap Quality ETF
0%
▼ 1.87%
1
Open
Oct 29, 2024
ILCG
iShares Morningstar Growth ETF
0%
▼ 2.51%
1
Open
Oct 29, 2024
VOT
Vanguard Mid-Cap Growth ETF
0%
▼ 1.79%
1
Open
Oct 29, 2024
IWB
iShares Russell 1000 ETF
0%
▼ 1.72%
1
Open
Oct 29, 2024
IWD
iShares Russell 1000 Value ETF
0%
▼ 0.85%
1
Open
Oct 29, 2024
IVE
iShares S&P 500 Value ETF
0%
▼ 0.67%
1
Open
Oct 29, 2024
JHMM
John Hancock Multifactor Mid Cap ETF
0%
▼ 1.16%
1
Open
Oct 29, 2024
CLDX
Celldex
0%
▼ 4.39%
1
Open
Oct 29, 2024
BTC-USD
Bitcoin
81.25%
▲ 14.31%
2
Buy
Oct 11, 2024
CICHF
China Construction Bank
0%
▼ 1.56%
1
Open
Oct 10, 2024
TCEHY
Tencent Holdings
0%
▼ 4.55%
1
Open
Oct 10, 2024
TROW
T Rowe Price
0%
▲ 3.76%
1
Open
Oct 10, 2024
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